January, February, March, April, May, June, July, August, September, October, November, December
- 12/30/98 -- Bore to Sell TCBY
- 12/28/98 -- Bore to Buy Berkshire Hathaway
- 12/23/98 -- Berkshire Forever
- 12/21/98 -- Berkshire Hathaway, Pt. 6
- 12/18/98 -- The Boring Wrap
- 12/16/98 -- A Run From the Borders
- 12/14/98 -- Berkshire Hathaway, Part 5
- 12/11/98 -- The Boring Week in Review
- 12/09/98 -- Berkshire: Part 4
- 12/07/98 -- Berkshire: Part 3
- 12/04/98 -- Research Alert: Day Two
- 12/02/98 -- Our First Research Project
- 11/30/98 -- Borders Patrol
- 11/27/98 -- Buffalo Report
- 11/25/98 -- Thanksgiving Thoughts
- 11/23/98 -- Traditional Valuation
- 11/20/98 -- Book Value
- 11/18/98 -- Bore Sell Announced
- 11/16/98 -- Will Atlas Stay Boring?
- 11/13/98 -- Borders Reports
- 11/11/98 -- More on Cisco
- 11/09/98 -- Cisco Conference Call
- 11/06/98 -- Bore is as Bore Does
- 11/04/98 -- Done with Tenets
- 11/02/98 -- The Long and Short of Things
- 10/30/98 -- The Costs of Trading
- 10/28/98 -- Investment Possibilities
- 10/26/98 -- Understanding a Business
- 10/23/98 -- Dilution Kills, Too
- 10/21/98 -- Turnover Kills
- 10/19/98 -- Capital Allocation
- 10/16/98 -- How ROIC Builds Value
- 10/14/98 -- Return on Capital
- 10/12/98 -- Risk Premium
- 10/09/98 -- Intrinsic Value
- 10/07/98 -- Value Philosophy, Pt. 2
- 10/05/98 -- Value Philosophy
- 10/02/98 -- Prospective Investments
- 10/01/98 -- The New Boring Port
- 09/30/98 -- Q3 Ends on Down Note
- 09/29/98 -- Fed Cuts
- 09/28/98 -- Cisco 10-K Summary
- 09/25/98 -- Week in Review
- 09/24/98 -- Here's to Good Friends
- 09/23/98 -- Andrew Rules!
- 09/22/98 -- Whither Small Caps?
- 09/21/98 -- Stocks Rise
- 09/18/98 -- Cisco's no Kid
- 09/17/98 -- Keeping Powder Dry
- 09/16/98 -- Andrew. Prince? Pauper?
- 09/15/98 -- Pentair Laid Bare
- 09/14/98 -- Quiet Carlisle
- 09/11/98 -- The Scoop on TCBY
- 09/10/98 -- Felcor Reviewed
- 09/09/98 -- The Book on Borders
- 09/08/98 -- Reviewing Atlas Air
- 09/07/98 -- Holiday
- 09/04/98 -- Calling Cisco & Atlas
- 09/03/98 -- Growth at Reasonable Price
- 09/02/98 -- Thoughts of Atlas Air
- 09/01/98 -- Billions and Billions
- 08/31/98 -- Calling Carlisle, Pentair
- 08/28/98 -- A Talk with FelCor
- 08/27/98 -- Lessons from 1987
- 08/26/98 -- Retrospective, Part III
- 08/25/98 -- Retrospective, Part II
- 08/24/98 -- Boring Retrospective
- 08/21/98 -- Cisco Buys
- 08/20/98 -- Book Wars!!
- 08/19/98 -- Snoozy Summer Day
- 08/18/98 -- AOL buys Cisco...
- 08/17/98 -- Inappropriate Relationship?
- 08/14/98 -- More on Borders
- 08/13/98 -- No Fun At All...
- 08/12/98 -- Thoughts on Borders
- 08/11/98 -- Borders Preview
- 08/10/98 -- Small Stocks Struggle
- 08/07/98 -- An Unboring Week
- 08/06/98 -- Cisco's Smokin'
- 08/05/98 -- Close Encounters
- 08/04/98 -- Cisco Delivers
- 08/03/98 -- Boring on Borders
- 07/31/98 -- Intrinsic Value
- 07/30/98 -- Stock Ideas
- 07/29/98 -- Boring Off-line!
- 07/28/98 -- FelCor, Bristol Merge
- 07/27/98 -- Small-Caps Stagger
- 07/24/98 -- Power Loss!
- 07/23/98 -- Felcor.com?
- 07/22/98 -- Atlas Air Profits Soar
- 07/21/98 -- Fake Press Releases
- 07/20/98 -- Cisco Soars
- 07/17/98 -- Cisco at 100?
- 07/16/98 -- Earnings! Earnings! Earnings!
- 07/15/98 -- Previewing Earnings
- 07/14/98 -- Management Matters, Part II
- 07/13/98 -- The Bell Curve
- 07/10/98 -- Management Matters
- 07/09/98 -- It's a Full Moon
- 07/08/98 -- Earnings ahead!
- 07/07/98 -- More on Borders.com
- 07/06/98 -- How Borders.com Compares
- 07/02/98 -- Borefolio Zigs
- 07/01/98 --Cisco hits record
- 06/30/98 --Q ends on Up Note
- 06/29/98 -- Cisco and Butterfat
- 06/26/98 -- Large-Caps Rule?
- 06/25/98 -- Return on Equity
- 06/24/98 -- Comms Convergence!
- 06/23/98 -- The Kid Goes Solo
- 06/22/98 -- Cisco Goes Low
- 06/19/98 -- Efficient Market??
- 06/18/98 -- Cisco Soars
- 06/17/98 -- Andrew Warns...
- 06/16/98 -- The World Cup
- 06/15/98 -- Telecom Revolution
- 06/12/98 -- Borders to Midcap 400
- 06/11/98 -- TCBY Melts
- 06/10/98 -- CarlisleComments
- 06/09/98 -- Boring Arizona
- 06/08/98 -- Borefolio Tech Action
- 06/05/98 -- Small Caps Snooze
- 06/04/98 -- Merger Mania!!
- 06/03/98 -- Strangled!
- 06/02/98 -- Cisco Sprints
- 06/01/98 -- Of BPX, MGX and TCBY
- 05/29/98 -- Looking at Hexcel
- 05/28/98 -- Just The Facts
- 05/27/98 -- Down Under
- 05/26/98 -- ROA Leaders
- 05/25/98 -- Holiday
- 05/22/98 -- Cisco Acquires
- 05/21/98 -- Is Viagra Boring?
- 05/20/98 -- Boring Buys TCBY
- 05/19/98 -- New Boring Buy
- 05/18/98 -- You Forgot ANDW!
- 05/15/98 -- One More Look at Borders
- 05/14/98 -- Truckin!!!
- 05/13/98 -- Borders Reports
- 05/12/98 -- Borders by Pay Phone?
- 05/11/98 -- Bore calls Na-ayyy-ushh-v'll
- 05/08/98 -- Seven for Seven
- 05/07/98 -- Trading Can Be Investing
- 05/06/98 -- Cisco's Outlook
- 05/05/98 -- Cisco Reports
- 05/04/98 -- Borders.com at Last!
- 05/01/98 -- Bore Week in Review
- 04/30/98 -- April Showers??
- 04/29/98 -- Maybe May, ay?
- 04/28/98 -- Cisco, Cisco, Cisco
- 04/27/98 -- FelCor Reports
- 04/24/98 -- Pentair deflated
- 04/23/98 -- FelCor hires Monica
- 04/22/98 -- The View on FelCor
- 04/21/98 -- Atlas, Cisco push ahead
- 04/20/98 -- Atlas Boosts Profits
- 04/17/98 -- A Strong Week
- 04/16/98 -- Trifecta!!!
- 04/15/98 -- Cisco Sizzles
- 04/14/98 -- Pentair joins Borefolio
- 04/13/98 -- Buying Pentair
- 04/10/98 -- Good Friday Holiday
- 04/09/98 -- Atlas Carrying Bore
- 04/08/98 -- The Book on Borders.com
- 04/07/98 -- Live and Learn
- 04/06/98 -- A Bus to Bayonne?
- 04/03/98 -- Boring does a Buffett
- 04/02/98 -- Borefolio Continues Its Streak
- 04/01/98 -- Rays of Hope for Andrew?
- 03/31/98 -- Cisco Hires Cable Guy
- 03/30/98 -- Spring Fever
- 03/27/98 -- Upbeat Friday
- 03/26/98 -- In Praise of Diversity
- 03/25/98 -- Window Undressing?
- 03/24/98 -- FelCor Rouses!
- 03/23/98 -- Lotsa Boring News ...
- 03/20/98 -- A VCR Instruction Manual?
- 03/19/98 -- Borefolio Surges
- 03/18/98 -- FelCor Awakens!
- 03/17/98 -- The Shedding o' the Green
- 03/16/98 -- Atlas Ascends
- 03/13/98 -- First the Bad News
- 03/12/98 -- Boring is as Boring does
- 03/11/98 -- Andrew Redux
- 03/10/98 -- Andrew Warns
- 03/09/98 -- Borders Reports
- 03/06/98 -- FelCor Update
- 03/05/98 -- FelCor Suites
- 03/04/98 -- Is Thermo Boring?
- 03/03/98 -- Running the Numbers
- 03/02/98 -- Snoring, Boring Day
- 02/27/98 -- S&P Valuation
- 02/26/98 -- Finding Value
- 02/25/98 -- No Bears Here
- 02/24/98 -- Borefolio Conference Call
- 02/23/98 -- Is Cisco Slipping?
- 02/20/98 -- Nothing Happened
- 02/19/98 -- Cisco is a Double
- 02/18/98 -- Rain Falls on Borefolio
- 02/17/98 -- Atlas Soars
- 02/17/98 -- Holiday
- 02/13/98 -- Upbeat week for Borefolio
- 02/12/98 -- Boring Sized Up
- 02/11/98 -- Atlas Soars!
- 02/10/98 -- In Praise of Carlisle
- 02/09/98 -- Boring Ponders New Buy
- 02/06/98 -- Looking to Atlas's Report
- 02/05/98 -- Carlisle Reports
- 02/04/98 -- A Ciscophile Speaks
- 02/03/98 -- Cisco Reports
- 02/02/98 -- Exuberant Monday!
- 01/30/98 -- Great week for Cisco
- 01/29/98 -- Just Not Boring
- 01/28/98 -- Selling Two Stocks
- 01/27/98 -- Boring Take on Green Tree
- 01/26/98 -- Tidewater Sinks
- 01/23/98 -- Boring Nominees
- 01/22/98 -- Markets Go Up...
- 01/21/98 -- FelCor Reports
- 01/20/98 -- New Boring Buy
- 01/19/98 -- Federal Holiday
- 01/16/98 -- Rising Tide lifts TDW
- 01/15/98 -- A Consumer Slowdown?
- 01/14/98 -- A Market "Tradition"
- 01/13/98 -- Cisco Wins Award
- 01/12/98 -- Get Ready for Earnings!
- 01/09/98 -- Boring Does Wall Street
- 01/08/98 -- Deflation?
- 01/07/98 -- More on the Tree
- 01/06/98 -- Tidewater Ebbs
- 01/05/98 -- Taking Stock of Cisco
- 01/02/98 -- Boring Looks Ahead
-
01/01/98 -- New Years Day Holiday
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